Financial Adviser · MAITLAND, NSW

Brett Puxty

MAITLAND, NSW

23 Years experience

Tax advice
authorised

ASIC Registered · ADV 000240009

Currently at

Ri Advice Group

Sydney, NSW (firm address)

View firm profile

Brett Puxty is a financial adviser based in Maitland, New South Wales, with 23 years of experience in the financial services industry since 2003. Brett is currently authorised under Ri Advice Group. Brett holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Brett's qualifications include a Advanced Diploma of Financial Services (Financial Planning) from Tribeca. Brett is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Deposit Products Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2005

Diploma of Financial Services (Financial Planning)

Tribeca

2006

Advanced Diploma of Financial Services (Financial Planning)

Tribeca

2014

Certificate IV in Finance and Mortgage Broking

Kaplan Professional

Registration History

Ri Advice Group Pty Ltd

Jan 2019 - Present Current

Wizdom Wealth Pty Ltd

Aug 2018 - Dec 2018 Ceased

MYPLANNER PROFESSIONAL SERVICES PTY LTD

Oct 2017 - Aug 2018 Ceased

AON HEWITT FINANCIAL ADVICE LIMITED

Mar 2008 - Sep 2017 Ceased

Source: ASIC Financial Advisers Register